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Interesting story, this. So Stripe is raising $2.5b, led by Thrive (😳) @ a $60b valuation, ostensibly to pay a tax bill & to offer employee liquidity. nytimes.com/2023/01/30/tec At ~$3b net revs, sounds like a generous multiple for what growth rate? Curious why equity & not debt?

9:09 AM · Jan 31, 2023

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Bexel Initiative

@BexelInitiative

Replying to

and

Great question! Growth, faster than 11%, slower than 60% 🤔...

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@BexelInitiative

and

Quite puzzled by the capital allocation choice here. So the b/s isn’t strong enough to raise debt (w/ deductible interest) for what is ostensibly a partial buyback? The more impt question I guess is how Stripe fares today against its comps. Maybe it goes public in giddy times.

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Stephen K. Muriithi

@mistermuriithi

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and

Do you think Stripe overpaid for Paystack? What would be your valuation figure? Realisting speaking, if you were in Patrick's shoes, how much would you have paid for Paystack? Spit some numbers. Bila ubaguzi (no favouritism).